IAG’s Programs

Members of the Portfolio Team are responsible for pitching companies for potential inclusion in the Investment Analysis Group’s portfolio. Trainees who successfully complete the Training Program are promoted to Junior Analyst, and those who present twice to the Oversight Board advance to Senior Analyst. Sophomores or above on the Portfolio Team are eligible to run for Executive Board and Portfolio Manager positions.

Please see the Leadership page for current Portfolio Team members.

IAG has a handful of undergraduate student programs with varying degrees of commitment, all geared towards teaching the Stern community about value investing.

Portfolio Team

Weekly P-Team Meetings

Friday Night Pitches

Headshot Day